About DFLVX
DFA US Large Cap Value Portfolio Institutional Class is an equity mutual fund designed to provide exposure to large-cap U.S. companies with value-oriented characteristics. The fund aims for long-term capital appreciation by investing substantially all of its assets in a broad and diverse selection of large U.S. companies deemed undervalued based on financial metrics such as low price-to-earnings and price-to-book ratios, combined with strong profitability indicators. Its value approach means it prioritizes firms believed to be trading below their intrinsic worth or exhibiting slower growth, typically characterized by higher dividend yields and stable earnings.
The portfolio’s holdings span major sectors including financial services, energy, healthcare, technology, and communication services, with significant allocations to industry leaders such as JPMorgan Chase, Exxon Mobil, and Johnson & Johnson. Managed with a relatively low expense ratio and low turnover, the fund aims to balance risk and return within the large-value equity space. It serves institutional investors seeking diversified exposure to U.S. large-cap value stocks as part of an overall asset allocation strategy, and plays a key role in portfolios targeting stability, income, and the potential for steady long-term growth.
Fund Family Dimensional Fund Advisors
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DFLVX
Share Class - Institutional Class
Index Russell 1000 Value TR
DFLVX had a total return of 20.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.57%.
